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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

382 hedge funds and large institutions have $7.95B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+19
Holders Change %
+5.23%
% of All Funds
5.12%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
53
Increased
165
Reduced
124
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$524M
2
RBA
Richard Bernstein Advisors
New York
$237M
3
LPL Financial
LPL Financial
California
$1.27B
4
GI
GLOBALT Investments
Georgia
$164M
5
State Street
State Street
Massachusetts
$165M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$321K
2
UBS Group
UBS Group
Switzerland
$43.6M
3
CI
CX Institutional
Indiana
$553K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$3.24M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Clark Asset Management
New Hampshire
$603K +$23K +800 +4%
BAM
227
Belpointe Asset Management
Nevada
$603K +$128K +4,464 +27%
CAG
228
Csenge Advisory Group
Florida
$596K -$29.7K -1,040 -5%
SFPM
229
Sensible Financial Planning & Management
Massachusetts
$592K +$592K +20,577 New
ETC
230
Exchange Traded Concepts
Oklahoma
$580K +$580K +20,155 New
CI
231
CX Institutional
Indiana
$553K -$58.3M -2,024,419 -99%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$548K -$10.5K -365 -2%
FPAS
233
Focus Partners Advisor Solutions
Missouri
$540K -$195K -6,785 -27%
Citigroup
234
Citigroup
New York
$533K +$160K +5,555 +43%
BCM
235
Boltwood Capital Management
California
$529K – – –
LA
236
Latitude Advisors
Florida
$492K -$198K -6,881 -29%
HBS
237
Howard Bailey Securities
Indiana
$487K -$29.5K -1,025 -6%
Betterment LLC
238
Betterment LLC
New York
$484K +$21.5K +747 +5%
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$478K -$205K -7,139 -30%
CWA
240
CogentBlue Wealth Advisors
Tennessee
$474K -$201K -6,986 -30%
SPIA
241
Steward Partners Investment Advisory
New York
$469K -$16.6M -578,716 -97%
DAS
242
Diversify Advisory Services
Utah
$468K +$4.05K +141 +0.9%
RFP
243
Root Financial Partners
California
$468K +$2.36K +82 +0.5%
FGWP
244
Founders Grove Wealth Partners
Virginia
$462K -$660K -22,943 -59%
RIA
245
Realta Investment Advisors
Delaware
$462K +$53.6K +1,862 +13%
CRC
246
Curi RMB Capital
Illinois
$457K – – –
EP
247
Edgestream Partners
New Jersey
$443K +$443K +15,401 New
CFS
248
Coordinated Financial Services
Colorado
$443K -$23.2K -808 -5%
WIM
249
WealthPlan Investment Management
Nebraska
$431K +$431K +14,976 New
COCM
250
Charter Oak Capital Management
New Hampshire
$428K +$3.74K +130 +0.9%
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